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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-01-21 |
| WI | RA | APPROVED | 2025-01-21 |
| UT | RA | APPROVED | 2003-07-18 |
Branch Locations
11201 N. Tatum Blvd. Ste. 300, Phoenix, AZ 85028 • United States
108 Clark St., Wausau, WI 54401 • United States
3550 Harrison Blvd Ste 3, Ogden, UT 84403 • United States
70 Hauoli St. Ste. 415, Wailuku, Maui, HI 96793 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
3030 N.W. Expressway Ste. 300, Oklahoma City, OK 73112 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services Of America | Scottsdale | AZ | 07/2001 | Present |
| Fixed Insurance Agent | Layton | UT | 07/2001 | Present |
| Steve Story Independent Insurance | Ogden | UT | 05/2001 | Present |
| Steve Story & Associates, Inc. | Ogden | UT | 05/2001 | Present |
1.) STEVEN STORY & ASSOCIATES INC. - REP/ AGENT - INSURANCE AND FINANCIAL SERVICES - LAYTON, UT - SINCE 07/2001 - INVESTMENT RELATED 2.) STEVE STORY INDEPENDENT INSURANCE (FIXED INSURANCE) - AGENT - NON-VARIABLE INSURANCE - OGDEN, UT - SINCE 05/2001 - INVESTMENT RELATED 3.) STEVE STORY & ASSOCIATES, INC - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - OGDEN, UT - SINCE 05/2001 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-20 |
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